Latest news with #VRT
Yahoo
8 hours ago
- Business
- Yahoo
Vertiv (VRT) Could Be the Biggest Winner of the AI Data Center Boom
We recently published a list of . In this article, we are going to take a look at where Vertiv Holdings Co (NYSE:VRT) stands against other AI stocks that are on analyst's radar today. On May 27, Evercore ISI analyst Amit Daryanani raised the firm's price target on Vertiv Holdings Co (NYSE:VRT) to $150 from $100 and kept an 'Outperform' rating on the shares. Vertiv Holdings Co (NYSE:VRT) offers digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities. According to the firm, Vertiv appears to be a strong option for investors who wish to benefit from the growth in artificial intelligence data centers, including hyperscale facilities. With data centers growing more complex by the minute, Vertiv's services are very likely to become critical to their operation. This is why the firm believes that Vertiv's stock 'looks like a compelling way for investors to play secular trends related to AI data centers' and is 'the best-positioned company to benefit from the AI tailwinds' on the data center physical infrastructure side. A close-up of a group of technicians working on complex data center systems. Vertiv Holdings Co (NYSE:VRT) is seen as a comprehensive provider based on its capabilities in liquid cooling, servicing, and lifecycle management. The transition towards liquid cooling is likely to result in growth for Vertiv. Meanwhile, the company is also recognized for its opportunities in power management. This is especially true now that AI data centers are demanding more equipment and shifting towards higher voltage infrastructure. The firm expects integrated systems and modular solutions to bring sustained leverage and margin expansion. Overall, VRT ranks 6th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
Jim Cramer on Vertiv Holdings (VRT): 'I Want to Own the Stock'
We recently published a list of . In this article, we are going to take a look at where Vertiv Holdings Co (NYSE:VRT) stands against other stocks that Jim Cramer discusses. A caller asked if they should buy more, hold, or sell Vertiv Holdings Co (NYSE:VRT). Cramer replied: 'Oh, I like Vertiv. I like Vertiv now. It's, it's bounced well off the bottom, but it's got Dave Cote as the chairman, and we have Mr. Albertazzi as the CEO. Here's what you need to know about this, this company has incredible demand, and therefore, it's just, if I see that kind of demand and they have good gross margins, I want to own the stock.' A close-up of a group of technicians working on complex data center systems. Vertiv Holdings (NYSE:VRT) provides support for digital infrastructure by managing lifecycle services for data centers, communication networks, and a range of commercial or industrial systems. Hardman Johnston Global Equity Strategy stated the following regarding the company in its Q4 2024 investor letter: 'From a sector standpoint, the main drivers of the portfolio's outperformance during the fourth quarter were Industrials and Materials. Within Industrials, Howmet Aerospace, Inc. and Vertiv Holdings Co (NYSE:VRT) were the largest contributors to outperformance. Vertiv has been a stellar performer for the past year and beyond. The global leader in data center thermal and electrical equipment continued to execute on its record backlog, with strong order flow largely related to AI-driven data center demand. Data center operators and hyperscalers are partnering with the company to develop next generation designs to optimize power and thermal efficiency. Vertiv's global service network is uniquely positioned to help clients design and maintain these important data centers.' Overall, VRT ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey.
Entrepreneur
5 days ago
- Business
- Entrepreneur
5 Stocks to Watch: Week of 5/26/2025
Make space on your watchlist! Regal Rexnord (RRX) dipped amid tariff fear, but the outlook is good…Plus, 4 more stocks with excellent near-term potential. This story originally appeared on WallStreetZen Happy Memorial Day Weekend! The stock market isn't open tomorrow, but we started your homework so you can be prepared when the market reopens. Here's what we've got: Regal Rexnord ( RRX ) dipped amid tariff fear, but the outlook is good… dipped amid tariff fear, but the outlook is good… Vertiv Holdings ( VRT ) offers a different way to gain AI exposure offers a different way to gain AI exposure The surprising reason why BK Technologies ( BKTI ) got such a high rating from our quant ratings system got such a high rating from our quant ratings system Why Brinker International ( EAT ) is our Stock of the Week is our Stock of the Week The real reason why analysts are so bullish on KBR (KBR) P.S. Did you miss last week's picks? Get 'em here. 5 Stocks to Watch: Week of 5/26/2025 1- Regal Rexnord (NYSE: RRX) Here's a nuts-and-bolts pick that operates behind the scenes. Regal Rexnord makes industrial powertrains, transmission components, and electric motors — which it then sells either to original equipment manufacturers or end users. The April tariffs caused RRX to dip significantly — it has recovered significantly since, but is still down on a year-to-date (YTD) basis. A recent double beat had made Wall Street confident that the recovery will continue. Zen Rating: A (Strong Buy) — see full analysis > Recent Price: $134.57 — get current quote > Max 1-year forecast: $215.00 Why we're watching: At present, the entirety of Wall Street's coverage is positive — RRX stock currently has 5 Strong Buy ratings, 2 Buy ratings, and no Hold, Sell, or Strong Sell ratings. See the ratings. Our ratings system ranks Regal Rexnord as the 5th highest rated stock in the Specialty Industrial Machinery industry, which has an Industry Rating of B. Barclays equity researcher Julian Mitchell (a top 1% rated analyst) reiterated a Strong Buy rating on RRX shares on May 12, following the company's Q1 2025 earnings call. The analyst also hiked his price target from $155 to $160. (a top 1% rated analyst) reiterated a Strong Buy rating on RRX shares on May 12, following the company's Q1 2025 earnings call. The analyst also hiked his price target from $155 to $160. Mitchell said their price target hike was part of a post-print review of names in their Industrial Goods sector coverage area. After reviewing results, the analyst concluded that the risk-reward profile for short-cycle industrial shares focusing on small or medium-caps is "more attractive now than going in." RRX stock has a Zen Rating of A — and ranks in the top 5% of stocks based on a big-picture assessment of 115 proprietary factors that correlate with above-average returns . Value or Growth? How about both — Regal Rexnord stock ranks in the top 15% and top 12% in these categories, respectively. (See all 7 Zen Component Grades here >) 2- Brinker International (NYSE: EAT) Brinker International has managed to thrive in a challenging backdrop for the restaurant business — and while analysts expect that the rate of growth will moderate going forward, the stock ranks quite highly in terms of Growth, and is currently trading at quite the modest P/E. Zen Rating: A (Strong Buy) — see full analysis > Recent Price: $154.30 — get current quote > Max 1-year forecast: $208.00 Why we're watching: EAT is our Stock of the Week. Our Editor-in-Chief, Steve Reitmeister, added the stock to his exclusive Zen Investor portfolio on May 7 and explained why in a Monday article. Brinker International is the restaurant company that owns Chili's. Since late 2022, earnings per share (EPS) have risen by 3x — while EAT stock has seen a sixfold increase in price . . Despite the impressive run, the consensus is that there's still plenty of room to growth — best seen in the $8.78 EPS estimate for this year which is more than twice as good as last year at only $4.10. The pace of growth is expected to moderate into 2026 yet still impressive with a $9.79 outlook. Brinker International is the top-rated stock in the Restaurant industry. EAT shares have a Zen Rating of A, and rank in the top 2% of the more than 4,600 equities that our system tracks. The stock ranks in the top 6% in terms of Financials, the top 7% when it comes to Growth, and the top 20% according to Sentiment . Lastly, we have Value — the stock is trading at an attractive price-to-earnings (P/E) of just 19.9x, and ranks in the 79th percentile in this category. (See all 7 Zen Component Grades here >) 3- BK Technologies (NYSEMKT: BKTI) BK is a holding company that designs, manufactures, and markets two-way communications equipment. Its products have found a wide customer base in the public sector among first responders and military organizations. BKTI stock is in a strong uptrend, and once you see its Component Grade ratings, you'll quickly understand why it's included in this list. Zen Rating: A (Strong Buy) — see full analysis > Recent Price: $44.72 — get current quote > Max 1-year forecast: $55.00 Why we're watching: This micro-cap stock, with a market capitalization of just $168.07 million, has flown under the radar thus far. At present, BKTI has only one analyst rating — a Strong Buy. That Strong Buy was first issued by Lake Street equity analyst Jaeson Schmidt (a top 23% rated analyst), who reiterated the rating and hiked his 12-month price forecast from $51 to $55 on May 14, after the company's Q1 2025 earnings report was published. Schmidt's revised price target implies a 20.22% upside for BK Technologies shares. highlighted that the quarter beat on revenue, AEBITDA, and EPS. The analyst told readers that Lake Street remains "impressed by BK Technologies' strong execution against the challenging backdrop." Looking ahead, Schmidt continued, their firm sees a path for the stock to gain because of the durability of the company's growth trends, the "strong EPS power in its model," and the continued improvement in its balance sheet. BK Technologies is currently the highest-rated stock in the Communication Equipment industry, which has an Industry Rating of A. Speaking of 'highest-rated'.... BKTI stock has a Zen Rating of A. Stocks of this caliber have provided an average annual return of 32.52% since the early 2000s. Moreover, BK Technologies is currently the top-rated stock according to our rating system — quite literally number 1 among the more than 4,600 stocks that we track. — quite literally number 1 among the more than 4,600 stocks that we track. Each stock's Zen Rating is a composite of 7 Component Grade ratings — so it will come as little surprise that the highest-rated stock of them all ranks highly in multiple categories. BKTI ranks in the top 1% according to Financials and Sentiment, the top 4% according to Momentum, the top 11% in terms of Value, and the top 17% when it comes to Growth. (See all 7 Zen Component Grades here >) KBR is a government contractor (the 44th largest one, fun fact) that provides a very expansive suite of services to the public sector — including but not limited to astronaut training, satellite control systems, data analytics, and operational intelligence. The proposed Pentagon budget cuts caused the stock to dip — but Wall Street remains optimistic, and a recent earnings beat suggests that this trust is not unfounded. Zen Rating: A (Strong Buy) — see full analysis > Recent Price: $51.46 — get current quote > Max 1-year forecast: $84.00 Why we're watching: Analyst coverage of KBR is almost unanimously bullish — the stock currently has 5 Strong Buy ratings and 1 Hold rating. See the ratings KeyBanc researcher Sangita Jain (a top 14% rated analyst) doubled down on a Strong Buy rating following the company's Q1 2025 earnings call, and increased her price target from $59 to $63. Jain attributed the quarter's beat to "margins in both MTS and STS." The analyst noted that management reaffirmed its FY 2025 guidance in spite of the beat, "likely prudent ahead of the impending HomeSafe ramp and continued EUCOM uncertainty." KBR is also currently the 4th highest rated stock in the Engineering & Construction industry, which has an Industry Rating (what's that?) of A. KBR shares have a Zen Rating of A, and rank in the 96th percentile of equities based on a holistic analysis of 115 factors that correlate with outsized returns. Stocks with a Zen Rating of A have historically provided an average annual return of 32.52%. In the last 365 days, however, KBR stock has lost 14.79% in value. However, this only means that it is now trading at an attractive valuation — in fact, the stock ranks in the top 4% according to Value. (See all 7 Zen Component Grades here >) 5- Vertiv Holdings (NYSE: VRT ) VRT stock offers a unique way to gain exposure to artificial intelligence. Vertiv Holdings does everything from installation and maintenance to repair when it comes to data centers. On top of that, it is one of the leading power management and, more importantly, cooling providers in the industry. With an already strong tailwind from Project Stargate, as well as record-breaking AI CAPEX, the business is well-positioned to capture a lot of growth from a dynamic narrative. Zen Rating: B (Buy) — see full analysis > Recent Price: $104.76 — get current quote > Max 1-year forecast: $145.00 Why we're watching: VRT stock currently has 5 Strong Buy ratings, 4 Buy ratings, and 2 Hold ratings. See the ratings Stephen Tusa of JP Morgan (a top 15% rated analyst) recently doubled down on a Strong Buy rating, and increased his price target on Vertiv Holdings shares from $100 to $127. In a sector review note, Tusa said the Electrical Equipment & Multi-Industry sectors have re-rated because of tariff de-escalation. Stock prices for names in the groups are now expensive on an absolute basis, the analyst noted. Tusa explained that they adjusted their price targets for the sectors to account for "a higher absolute anchor multiple that reflects the move up in the S&P 500." JPMorgan prefers names that guided conservatively, "embedding the harshest tariff reality," the analyst told readers. VRT stock has a Zen Rating of B — stocks with this distinction have provided an average annual return of 19.88% since the turn of the century. Our quant rating system ranks Vertiv stock in the top 6% of equities according to Growth and Financials. (See all 7 Zen Component Grades here >) What to Do Next?
The Journal
6 days ago
- Entertainment
- The Journal
Eurovision winner hopes Israel won't compete next year
THIS YEAR'S WINNER of the Eurovision song contest has said that he would like next year's competition to go ahead in Austria 'without Israel'. Johannes Pietsch, 24, from Austria, yesterday said in an interview with the Spanish outlet El Pais, that it is 'very disappointing to see Israel still participating in the competition.' Pietsch, who narrowly beat out Israel's entrant for the win, also called for 'greater transparency' regarding the televoting element of the judging process, saying that this year 'everything was very strange about it', after Israel dominated the public vote. The Spanish Eurovision delegation has requested an audit of the televoting process, and the Belgian broadcaster VRT has threatened to pull out of the competition if the matter is not clarified by the EBU (European Broadcasting Union). Pietsch, who is queer, also said that he tried to 'sneak' an LGBTQ+ flag onto the stage during the final for his performance of 'Wasted Love', but that the organisers 'caught' him at the last minute. 'We artists can only raise our voices,' Pietsch further said. Advertisement Israel's entry, 'New Day Will Rise', sung by Yuval Raphael, a survivor of the 7 October attacks, came second, but came first in audience voting. Ireland has joined in Spain's call for a review of the Eurovision voting process, alongside Finland, and the Netherlands. There has been criticism of the fact that an audience member watching from home can cast up to 20 votes. Spain's Prime Minister Pedro Sanchez has also called for Israel to be banned from the Eurovision. Martin Green, the director of Eurovision, made a statement this week about the integrity of the voting system, calling it 'the most advanced in the world'. Need more information on what is happening in Israel and Palestine? Check out our FactCheck Knowledge Bank for essential reads and guides to navigating the news online. Visit Knowledge Bank Readers like you are keeping these stories free for everyone... A mix of advertising and supporting contributions helps keep paywalls away from valuable information like this article. Over 5,000 readers like you have already stepped up and support us with a monthly payment or a once-off donation. Learn More Support The Journal
Arab News
20-05-2025
- Entertainment
- Arab News
Spanish, Belgian broadcasters say Eurovision televoting ‘encourages manipulation' after Israel's result at contest
LONDON: Spanish and Belgian broadcasters have accused Eurovision Song Contest organizers of 'encouraging manipulation' after the Israeli contestant won their public vote and came second in the 2025 competition. For the latest updates, follow us on Instagram @ RTVE, Spain's public broadcaster, and the Flemish VRT have filed complaints with the European Broadcasting Union, the organizer, requesting an investigation into last week's televoting system results. Israeli contestant Yuval Raphael unexpectedly came in second place after Austria's JJ, who won Eurovision with 436 points with his song 'Wasted Love.' Raphael, who was at the Nova Music Festival in southern Israel when Hamas attacked on Oct. 7, 2023, earned 357 combined points from the jury and public at the Eurovision final on May 17. Her result included 12 points, each awarded by the televoters in Spain and Belgium, despite the countries' juries giving Israel a score of zero. The Eurovision televoting system allows viewers to vote up to 20 times for a small fee charged for each vote via text or phone call. Each country's contestant can earn a maximum of 12 points from either a jury or the public vote. To ensure fairness, contestants do not receive points from their own countries. Katia Segers, a Flemish parliamentarian, said: 'A system in which everyone can cast up to 20 votes is a system that encourages manipulation. 'Whether this manipulation occurred in our country and all other participating and non-participating countries must be investigated.' She added: 'The VRT must take the lead in requesting this investigation, and in holding the debate on the televoting system within the EBU, and on Israel's participation.' It was Israel's second year participating in Eurovision while its military forces continue ongoing attacks in the Gaza Strip, which have killed over 52,000 Palestinians since October 2023. More than 70 former Eurovision participants earlier this month accused Israel's public broadcaster KAN of being 'complicit in Israel's genocide against the Palestinians in Gaza' and demanded the exclusion of Tel Aviv from the European contest. Last week's final performance by Raphael in Basel, Switzerland, was disrupted by pro-Palestine protesters who attempted to storm the stage. The winner, Austria, will host the 2026 edition. RTVE's coverage of the event displayed for 16 seconds a black screen with white lettering in Spanish and English that read: 'When human rights are at stake, silence is not an option. Peace and Justice for Palestine.' The message was perceived as a stance against Israel's participation. Spanish Prime Minister Pedro Sanchez on Monday called for Israel to be treated the same way as Russia following its invasion of Ukraine in 2022 and to be banned from future contests. Managing Director of Eurovision Martin Green confirmed that the organization was taking Spain and Belgium's complaint 'seriously.' He said: 'It is important to emphasize that the voting operation for the Eurovision Song Contest is the most advanced in the world and each country's result is checked and verified by a huge team of people to exclude any suspicious or irregular voting patterns. 'An independent compliance monitor reviews both jury and public vote data to ensure we have a valid result. We remain in constant contact with all participating broadcasters of the Eurovision Song Contest and take their concerns seriously.'
